Frequently Asked Questions

Best Practices operates as a fully remote accounting advisory firm. This allows me to work efficiently with organizations regardless of location.

If you are located in the Western North Carolina area, it may occasionally be possible to meet at your office depending on scheduling. Most communication and meetings, however, take place virtually.

Engagements begin with a short inquiry process designed to better understand your organization, your current financial systems, and the level of support you may need.

Based on your responses, I review the information to determine whether the engagement appears to be a good fit. If so, a conversation will be scheduled to discuss the recommended service structure and next steps.

This approach helps ensure time is spent discussing your organization’s specific needs rather than gathering basic information.

 Best Practices works primarily with:

•  Nonprofit organizations managing programs, grants, or increasing operational complexity
•  Small businesses seeking financial insight beyond basic bookkeeping
•  Early-stage organizations looking to establish strong financial processes and begin using financial information for decision-making
•  Organizations that value ongoing financial guidance rather than occasional accounting support

The most successful engagements are with leaders who want a proactive financial partner and value consistent financial insight throughout the year

Communication depends on the advisory tier selected.

All engagements include consistent financial review and discussion throughout the year. Higher advisory tiers include more frequent meetings, deeper financial analysis, and additional support for strategic decision-making.

Startup engagements are structured differently, with a more periodic cadence focused on foundational guidance.

Outside of scheduled meetings, clients are welcome to reach out with questions related to their financial information or decisions.

Not necessarily.

Clients often have occasional questions throughout the year. Short questions may be addressed without additional billing depending on the scope of the question and the level of advisory service.

More complex questions that require additional research or analysis may be addressed during advisory meetings or through additional advisory support.

You work with me, and only me. I do not outsource work or hand off tasks to a team. Every deliverable, every email, every conversation comes from me directly. It's how I keep the quality consistent and the relationship authentic. 

Yes. Best Practices works primarily within QuickBooks Online so financial information can be accessed, reviewed, and discussed collaboratively throughout the year.

If your organization currently uses QuickBooks Desktop, a conversion to QuickBooks Online may be recommended before beginning ongoing services. In some situations, Desktop may be considered on a case-by-case basis.

Yes. Training and guidance can be provided to help you and your team become comfortable using QuickBooks Online.

This may include workflow guidance, categorization support, and general best practices for maintaining organized financial records.

No. Best Practices focuses exclusively on accounting advisory and financial insight services rather than compliance work.

Tax preparation, audits, and attest services are intentionally not offered so that time and attention can be dedicated to supporting clients with ongoing financial analysis, reporting, and strategic guidance throughout the year.

I’m happy to collaborate with your tax CPA or auditor to ensure they receive organized financial information.

Yes. Best Practices regularly collaborates with external tax CPAs, auditors, and other advisors.

Financial records are maintained and reviewed with the goal of providing clear, organized information that supports an efficient tax preparation and audit process.

Best Practices is structured as an advisory-focused firm, so bookkeeping support is provided as part of an ongoing advisory engagement rather than as a standalone service.

This approach ensures financial records are not only maintained accurately, but also reviewed regularly to provide meaningful financial insight and support better decision-making.

Ongoing bookkeeping support typically includes transaction categorization, bank and credit card reconciliations, journal entries, and month-end support related to financial reporting. The goal is to keep your records accurate, organized, and ready for advisory work.

Services such as payroll processing, accounts payable, accounts receivable, invoicing, and sales tax filings are not typically part of my standard engagements. However, I do have experience in these areas and may take on additional support on a case-by-case basis depending on the organization’s needs, complexity, and overall engagement.

If you’re looking for support beyond traditional bookkeeping, it’s always worth a conversation.

Yes. Historical bookkeeping cleanup services are available when financial records are behind, incomplete, or require correction.

Cleanup engagements are typically one-time projects designed to bring financial records current so that reliable reporting and advisory work can begin.

If ongoing issues are present, we’ll work together to determine the best structure to support accurate records moving forward.